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U.S. Electrical Industry Analysis

UpdatedJul 08, 2025
DataAggregated Company Financials
Companies130
  • 7D1.5%
  • 3M56.0%
  • 1Y35.0%
  • YTD16.6%

The Electrical industry is up 1.5% in the last week, with Emerson Electric up 3.8%. In the last 12 months, the industry was up 35%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Electrical Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 08 Jul 2025US$620.8bUS$153.6bUS$7.4b27.6x83.7x4x
Thu, 05 Jun 2025US$560.0bUS$153.4bUS$7.4b26.1x76.1x3.7x
Sat, 03 May 2025US$476.4bUS$153.0bUS$7.3b22.5x65.4x3.1x
Mon, 31 Mar 2025US$443.7bUS$151.5bUS$6.6b22.9x67.4x2.9x
Wed, 26 Feb 2025US$488.7bUS$151.4bUS$9.9b25.6x49.6x3.2x
Fri, 24 Jan 2025US$597.3bUS$151.7bUS$9.5b23.9x62.8x3.9x
Sun, 22 Dec 2024US$536.7bUS$151.1bUS$9.3b22.5x57.9x3.6x
Tue, 19 Nov 2024US$552.1bUS$150.5bUS$9.2b23.5x59.9x3.7x
Thu, 17 Oct 2024US$507.1bUS$151.2bUS$7.5b19.9x67.5x3.4x
Sat, 14 Sep 2024US$448.4bUS$151.3bUS$7.3b18.1x61.2x3x
Mon, 12 Aug 2024US$427.8bUS$150.9bUS$7.1b18.1x60.1x2.8x
Wed, 10 Jul 2024US$469.8bUS$157.0bUS$5.8b18.9x80.4x3x
Fri, 07 Jun 2024US$484.2bUS$159.6bUS$6.2b19x78.3x3x
Sun, 05 May 2024US$475.2bUS$160.5bUS$7.7b20.8x61.6x3x
Tue, 02 Apr 2024US$452.6bUS$125.8bUS$7.9b22.6x57.4x3.6x
Thu, 29 Feb 2024US$420.7bUS$127.8bUS$9.4b19.3x44.8x3.3x
Sat, 27 Jan 2024US$397.8bUS$139.2bUS$8.0b19.6x50x2.9x
Mon, 25 Dec 2023US$403.6bUS$139.3bUS$7.9b20.3x50.9x2.9x
Wed, 22 Nov 2023US$367.2bUS$139.0bUS$8.0b18.7x46.1x2.6x
Fri, 20 Oct 2023US$350.8bUS$144.1bUS$11.5b17.4x30.5x2.4x
Sun, 17 Sep 2023US$390.2bUS$144.2bUS$11.6b20.1x33.7x2.7x
Tue, 15 Aug 2023US$395.8bUS$144.8bUS$12.0b19.5x33.1x2.7x
Thu, 13 Jul 2023US$366.6bUS$130.9bUS$7.8b26.4x47x2.8x
Sat, 10 Jun 2023US$337.1bUS$131.1bUS$7.7b24.5x44x2.6x
Mon, 08 May 2023US$312.7bUS$130.3bUS$7.7b19.5x40.6x2.4x
Wed, 05 Apr 2023US$310.8bUS$128.1bUS$7.7b17.9x40.3x2.4x
Fri, 03 Mar 2023US$320.7bUS$116.4bUS$9.1b21.6x35.3x2.8x
Sun, 29 Jan 2023US$311.0bUS$114.2bUS$8.9b20.6x35x2.7x
Tue, 27 Dec 2022US$292.6bUS$113.8bUS$8.8b18.8x33.4x2.6x
Thu, 24 Nov 2022US$313.4bUS$113.4bUS$8.7b18.7x36.1x2.8x
Sat, 22 Oct 2022US$271.7bUS$108.4bUS$8.5b19.1x32.1x2.5x
Mon, 19 Sep 2022US$293.5bUS$107.9bUS$8.4b20.1x34.9x2.7x
Wed, 17 Aug 2022US$316.5bUS$106.1bUS$8.6b23x37x3x
Fri, 15 Jul 2022US$252.8bUS$105.1bUS$7.5b16.7x33.5x2.4x
Price to Earnings Ratio

33.5x


Total Market Cap: US$252.8bTotal Earnings: US$7.5bTotal Revenue: US$105.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 50.9x202320242025
Current Industry PE
  • Investors are optimistic on the American Electrical industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 83.7x which is higher than its 3-year average PE of 50.9x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 13% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market0.42%
Industrials1.09%
Electrical1.47%
Electrical Components2.01%
Heavy Electrical Equipment-0.025%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 15.4x.
    • Analysts are expecting annual earnings growth of 25.8%, which is lower than the prior year's growth of 56.4% per year.
  • Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 43.7x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 56% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
EMR Emerson ElectricUS$138.403.8%
+US$2.9b
25.9%PE39.5x
NXT NextrackerUS$66.4515.5%
+US$1.3b
37.5%PE19.3x
ROK Rockwell AutomationUS$338.932.0%
+US$762.0m
27.8%PE42.3x
RUN SunrunUS$11.1135.8%
+US$669.5m
-12.2%PS1.2x
ETN EatonUS$358.490.4%
+US$587.0m
12.4%PE35.6x

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